Best Investors Account Sign in
Inactive

Beau Gross

Annex Wealth Management, LLC

Brookfield, WI

Claim This Profile
Current Employers
Annex Wealth Management, Llc

17950 W. Corporate Drive Suite 300, Brookfield, WI 53045 • United States

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2026-05-05
  • WI RA
    APPROVED
    Since 2026-05-05

Branch Locations

17950 W. Corporate Drive Suite 300, Brookfield, WI 53045 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Sendik's Food Market West Bend WI 04/2017 09/2019
Costco Wholesale Grafton WI 06/2019 02/2023
Pegasus Partners Mequon WI 02/2023 12/2024
Lido Advisors, Llc Los Angeles CA 12/2024 04/2026
West Bend East High School West Bend WI 09/2014 06/2018
University Of Wisconsin - Oshkosh Oshkosh WI 09/2018 12/2022
Annex Wealth Management Brookfield WI 04/2026 Present
  • 04/2017 → 09/2019
    Sendik's Food Market
    West Bend, WI
  • 06/2019 → 02/2023
    Costco Wholesale
    Grafton, WI
  • 02/2023 → 12/2024
    Pegasus Partners
    Mequon, WI
  • 12/2024 → 04/2026
    Lido Advisors, Llc
    Los Angeles, CA
  • 09/2014 → 06/2018
    West Bend East High School
    West Bend, WI
  • 09/2018 → 12/2022
    University Of Wisconsin - Oshkosh
    Oshkosh, WI
  • 04/2026 → Present
    Annex Wealth Management
    Brookfield, WI
Previous Registrations
  • 2025-04-07 → 2026-04-08
    Lido
    Meqoun, WI
    Los Angeles, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-04-07
  • S65 Uniform Investment Adviser Law Examination
    2025-04-07

View on SEC IAPD

More in Brookfield, WI

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor